Sentiment Summary
Recent Events
Ex-dividend date for the final dividend of HK$2.52 per share for the fiscal year 2025 on June 5, 2026, scheduled. The estimated price impact is <5% as the dividend amount is already known and priced in.
The company declared a final dividend of RMB 0.1329 per share for FY2025, with the ex-dividend date on June 3, 2026. Importance is Low as dividend impact is estimated at ~1%. scheduled
Final dividend of RMB 0.0665 per share for 2025 to go ex-dividend on May 21, 2026, representing a reduction from the previous year; Low importance reflects an estimated price impact of approximately 1%, scheduled.
Analysts forecast EPS around $3.40. Medium impact is estimated based on previous earnings volatility, and the Q1 2026 earnings release is scheduled.
Analysts project an EPS of $1.18, forecasted. High importance estimated due to typical earnings volatility exceeding 10%. Q1 2026 earnings release scheduled.
Schaeffler AG is scheduled to release its first-quarter 2026 results.
Qualcomm is scheduled to release its Q2 2026 earnings results on April 29, 2026, with analysts forecasting EPS of $2.56-$2.58 expected. A medium impact is estimated as historical earnings releases often result in significant price volatility.
Microsoft's Q3 2026 earnings release is scheduled for April 28, 2026. Analysts forecast EPS around $4.05-$4.07 and revenue between $80.65B-$81.75B. Medium importance is estimated as earnings often trigger >5% price moves, and the results are forecasted and scheduled.
The Q1 2026 earnings release, which typically drives significant volatility (estimated Medium impact), is scheduled.
Schaeffler AG's Annual General Meeting is scheduled.
High importance estimated due to potential for significant price impact (>=10%) following previous earnings beats and strong 2026 outlook; Q1 2026 earnings release scheduled.
Tesla Q1 2026 earnings release scheduled. Analysts forecast EPS of approximately $0.41 estimated.
China Mobile is scheduled to release its first quarter 2026 earnings results on April 21, 2026, as reported by multiple financial data providers, scheduled. The estimated price impact is <5% due to the stable nature of the company's quarterly earnings.
Full-year FY2026 earnings announcement on 2026-04-10 scheduled.
Tesla Q1 2026 vehicle deliveries expected. Company-compiled analyst consensus is for 365,645 vehicles estimated.
On March 31, 2026, NVIDIA announced a strategic partnership with Marvell Technology, including a $2 billion investment. The collaboration will connect Marvell's custom silicon to NVIDIA's NVLink Fusion ecosystem, offering customers more flexibility in building AI infrastructure. High importance is justified by the strategic nature and scale of the investment, expected.
Announced 2025 full-year earnings on March 31, 2026, reporting a 16% year-over-year revenue increase to 759 million RMB and a gross margin improvement to 18.6%. Estimated Medium impact due to significant revenue growth and successful L4 commercialization.
Announced full-year 2025 results on March 31, 2026, with revenue of RMB 822 million, a 73.4% YoY increase, and an operating loss that narrowed by 17.5%. The company also announced the signing of an acquisition agreement for Eeasy Technology.
Announcement of full-year 2025 results on March 31, 2026, with revenue up 53.3% to RMB 2.001 billion and net loss narrowing to RMB 703 million from RMB 1.124 billion. Humanoid robot revenue grew 22-fold to RMB 821 million, which is expected to drive a >=5% price impact; expected.
On March 31, 2026, the UK's Competition and Markets Authority (CMA) announced it will launch an investigation into Microsoft's business software ecosystem and licensing practices in the cloud market, starting in May 2026. Medium importance is estimated due to potential regulatory impact estimated.
Announced a strategic agreement with Associated Wholesale Grocers (AWG) to deploy its warehouse automation system at AWG's Gulf Coast Division Support Center. Medium importance reflects the significant business expansion through a major partnership.
Tesla and SpaceX announced a partnership to build a "Terafab" chip factory to address AI chip supply constraints, leading to a ~5% stock price increase on March 31, 2026.
Midea Group denied reports on March 31, 2026, regarding a potential $2 billion convertible bond issuance; a low market impact is estimated as the company clarified its position.
Jefferies maintained its Neutral rating on the stock with a price target of CHF 57 estimated.
Announced full-year 2025 results on March 30, 2026, with revenue of CNY 177.85 billion (-1.9% YoY) and a net loss of CNY 3.75 billion, a significant shift from a net profit in the prior year. A final dividend of RMB 0.15 per share was proposed.
On March 30, 2026, it was reported that BYD raised its 2026 overseas sales target by 15% from 1.3 million to 1.5 million vehicles, as stated by management in an analyst briefing.
Midea Group released its 2025 annual report on March 30, 2026, reporting a 14.03% increase in net profit; a medium market impact is estimated due to strong earnings growth.
The company's controlling shareholder announced on March 30, 2026, its intention to donate 5 million company shares (approximately 0.11% of total equity, valued at around 2 billion RMB) to the Shanghai Jiao Tong University Education Development Foundation. Medium importance is estimated due to the large scale of the donation.
On 2026-03-30, the company granted 11.16 million A-share restricted shares to 308 participants under its 2026 incentive scheme to align employee and company interests.
Announced on March 30, 2026, the completion of a share sale plan by the actual controller and several senior executives, which was initially disclosed on January 23, 2026. The low importance reflects the neutral market impact of a completed pre-disclosed plan.
ZTE management announced deepening cooperation with ByteDance for AI phone development during a briefing on 2026-03-30; a price impact of ≥1% is estimated due to the positive strategic outlook, expected.
Reported audited 2025 annual results on 2026-03-30: revenue rose 13.7% to about RMB165.1 billion, but net profit attributable was broadly flat at about RMB6.0 billion; the board also proposed a final dividend of RMB0.8 per share, implying a mixed earnings signal with likely low-single-digit price impact.
Tesla confirmed it will halt production of Model S and Model X by Q2 2026 to reallocate resources for Optimus robot and Cybercab production.
The NHTSA intensified its investigation (EA26002) into Tesla's camera-only autonomous system in March 2026, which could potentially lead to a recall or mandate for hardware changes like LiDAR/radar.
BYD announced its 2025 annual results on March 27, 2026, reporting a 3.46% YoY increase in revenue to CNY 804 billion but a 19% YoY decrease in net profit to CNY 32.6 billion, marking the first annual profit decline in four years and missing analyst estimates.
Announced fiscal year 2025 results on 2026-03-27, with revenue up 10.92% to RMB 3.982 billion, but net profit down 59.42% to RMB 232 million; a final dividend was proposed on the same date.
Full-year 2025 results announcement on March 27, 2026, with revenue up 2.84% and net profit down 19.30%; High importance reflects an estimated price impact of over 10% due to the significant profit slump, expected.
Announced on March 27, 2026, the redemption of all outstanding public warrants, effective April 27, 2026. Holders may exercise their warrants to purchase Class A common stock at $11.50 per share before the deadline.
Announced full-year 2025 financial results on March 27, 2026. Revenue increased 46.3% year-over-year to RMB 1.213 billion, and gross margin turned positive to 7.3% from -19.5% in the prior year. Adjusted EBITDA also turned profitable, though a net loss of RMB 840.5 million was recorded.
Received U.S. FDA clearance for its Stealth AXiS surgical system for cranial and ear, nose, and throat (ENT) procedures, expanding on the spine clearance received in February 2026.
On March 27, 2026, BYD's board proposed a final dividend of RMB 0.358 per 10 shares for the year 2025, totaling approximately CNY 3.26 billion.
The ex-dividend date for a quarterly cash dividend of $0.71 per share on March 27, 2026, as announced on March 5, 2026.
China Mobile released its 2025 annual results on March 26, 2026, reporting a 0.9% YoY decrease in net profit to RMB 137.1 billion, though comparable profit grew 2.0%. The estimated price impact is >=5% due to the positive dividend guidance.
Multiple analyst firms, including Bernstein and Seaport Global Securities, downgraded Qualcomm's stock on March 26, 2026, citing smartphone market headwinds and Apple partnership risks.
Announced the Ryzen 9 9950X3D2 Dual Edition desktop processor, with availability starting April 22, 2026.
Announced full-year 2025 results on March 25, 2026, reporting its first-ever annual profit. Revenue increased by 201.2% year-over-year to RMB 802.6 million, with a net profit of RMB 134.6 million, compared to a loss in the previous year. This turnaround is expected to have a high price impact (≥10%).
Announced Q4 and full-year 2025 results on March 25, 2026, achieving its first-ever quarterly net profit of approximately RMB 104 million in Q4, driven by strong growth in the robotics LiDAR segment; high importance due to the first-ever profitability milestone likely to cause ≥10% price impact expected.
Leapmotor 2025 annual results announcement on March 25, 2026, reporting a 92.0% increase in revenue and its first-ever quarterly net profit; a >10% price impact is estimated due to the significant profitability milestone, expected.
CICC lowered its 2026 net profit forecast for China Telecom by 5.8% to RMB 28.9 billion, citing VAT adjustments and a slowdown in industrial business revenue, though it maintained an Outperform rating forecasted.
Lowered its fiscal year 2026 adjusted EPS guidance to $5.50-$5.54 from a prior range of $5.62-$5.66, citing the timing of the MiniMed IPO and related charges.
On March 25, 2026, CATL announced that its battery testing lab became the first in the world to receive full-chain (cell, module, pack) certification from Volkswagen Group. Low importance is estimated as technical certifications typically have limited immediate price impact.
CATL signed a strategic cooperation agreement with Sanming Transportation Group on March 25, 2026, to jointly promote the full electrification of public transport in Sanming city. Low importance is estimated as regional agreements have minor immediate market impact.